A prudent man philosophy would suggest present circumstances are unlike any other time the world has seen as we emerge from a global pandemic which will become part of the historic fabric of our society well into the future.
The World Economy has taken on parabolic and foolhardy levels of debt and we know not what will transpire, nor do Central Bankers. Financial services businesses are presently afforded high multiples and the recent advent of Private Equity money into our space will help solve the Baby Boomer demographic anomaly over the next several years.
Guiding a Financial Services Firm to whom, how much, and why is our reason for being.
Due to the emergence of technology in the mid to late 1990’s, the entire world and its financial system have become an incredibly complex discipline.
One’s FIDUCIARY duty to clients should recognize this fact and implement a well-diversified strategy. Fortunately, our industry is one of the last bastions where relationships trump technology; the lifeline on this anomaly is shortening however.
Seeking an organization to transition one’s clients–with whom an Advisor may have spent years and years if not decades cultivating–is a critically important function.
The financial services industry is undergoing dramatic change. Size, efficiency, and a new level of client transparency are the requisite skill-sets needed for a firm to thrive in our dynamic financial services industry.
We work with some of the most sophisticated and professional organizations in the country. We value creative thinking and are solutions driven. We listen carefully to our clients’ needs and provide thorough and contemplative advice on what will likely be the most important transaction of an entrepreneur’s career and most often his or her life.
There are exceptional opportunities with sophisticated capital, coupled with an entrepreneurial spirit and culture that are capable of helping your firm grow faster.
Let’s have a confidential discussion on what you are trying to achieve.
Authentic does not charge retainer fees and works on a success formula if the seller retains Authentic.
In some cases, the buyer will compensate Authentic for assisting in introductions when an auction process is not necessary.
From the time Authentic is engaged contractually, the average transaction time takes approximately 90 days.
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